# Taylor Financial Group, Inc.

> Taylor Financial Group, Inc. is an SEC-registered investment advisory firm in Roanoke, VA, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 116744
- Filed as: TAYLOR FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roanoke, VA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116744
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-financial-group-inc-roanoke-va-116744

## Quick answers

**How is Taylor Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Taylor Financial Group, Inc. located?**
Taylor Financial Group, Inc.'s principal office is in Roanoke, VA, according to its Form ADV.

**Is Taylor Financial Group, Inc. registered with the SEC or a state?**
Taylor Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 116744.

**How much does Taylor Financial Group, Inc. manage?**
Taylor Financial Group, Inc. reports $409,990,223 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Taylor Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Taylor Financial Group, Inc.: Regulatory assets under management: $268,887,670 in the October 2021 data and $409,990,223 in the October 2026 data, up 52%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taylor Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (395); high net worth individuals (103); corporations or other businesses not listed above (2).

**Which custodians does Taylor Financial Group, Inc. use?**
Taylor Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Taylor Financial Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116744

**What changed in Taylor Financial Group, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $364,966,550 to $409,990,223 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $409,990,223
- Discretionary: $409,990,223
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 395 | $117,137,940 |
| High net worth individuals | 103 | $291,855,802 |
| Charitable organizations | 1 | $122 |
| Corporations or other businesses not listed above | 2 | $996,359 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, NC, NH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taylorfg.com
- LinkedIn @taylor-financial-group-incorp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $268,887,670 | 4 | January 15, 2021 |
| October 2022 | $316,787,879 | 4 | February 3, 2022 |
| October 2023 | $273,919,267 | 4 | April 27, 2023 |
| October 2024 | $313,265,174 | 5 | February 23, 2024 |
| October 2025 | $364,966,550 | 4 | March 10, 2025 |
| October 2026 | $409,990,223 | 6 | February 24, 2026 |

Regulatory assets under management: $268,887,670 in the October 2021 data and $409,990,223 in the October 2026 data, up 52%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $364,966,550 to $409,990,223 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Financial Group, Inc. (CRD 116744): Form ADV filing data as of October 2026.